Inside Asian Gaming

IAG JUL 2019年7月 亞博匯 15 VIP DECLINE SEES STAR ENTERTAINMENT GROUP REVISE DOWN 2019 FORECAST 因貴賓市場疲弱STAR ENTERTAINMENT GROUP 預計2019年利潤將下調 Australia’s Star Entertainment Group has downgraded its 2019 profit forecast by 3%, equal to around AU$18 million, due to lower turnover from international VIPs and a weakening domestic market since the turn of the year. In a trading and earnings update, Star said that international VIP trends from the first half of the FY19 financial year had continued in recent months with turnover down 31.1% year-on-year in the five months from 1 January to 8 June 2019. It added that, while unique patrons over the same period were up 7.6%, front money was down 16.5% with win rate also coming in below expectation. Star Entertainment Group CEO Matt Bekier revealed that VIP players were spending less time than usual at the company’s properties. “The positive is the customers are still coming, they just don’t spend as much and take as many risks as they did in the past,” he said. Domestic revenue for the period through 8 June is up 0.3% year-on-year but has been considerably slower in recent months given full year growth since 1 July 2018 is up 3.1%. “The slowing of domestic growth in 2H19 reflects a combination of more challenging macro-economic conditions across our markets, lower hold rates on tables games in private gaming rooms and the impact of disruption from capital works at The Star Sydney,” the company said in its update. 澳洲 Star Entertainment Group因國際VIP市場營業額下降以及 年初澳洲本地市場疲弱，預計其2019年利潤將下調3%，約1800 萬澳元。 在週二提交與澳洲證券交易所的最新交易與收益報告中，集 團表示，從2019財政年度上半年開始，國際VIP市場營業額持續下 調，在2019年1月1日至6月8日期間同比下降31.1%。雖然同期個 人玩家增加7.6%，但博彩帳戶匯金則下調16.5%，贏率亦低於預 期。 在發佈交易報告不久舉行的分析師電話會議上，集團的行政 總裁Matt Bekier表示，VIP玩家在集團的娛樂場所花費的時間較 平時少。 他表示：「較好的方面是，玩家人數仍在增加，他們只是不像 過去一樣花那麼多錢、承擔那麼高的風險。」 截至6月8日，澳洲本地市場收入同比增長0.3%，但由於2018 年7月1日以來的全年增長為3.1%，近幾月的增速明顯放緩。 該集團在其最新報告中表示：「2019年本地市場增長放緩，反 映出宏觀經濟環境對我們整個市場而言現在更具挑戰性，挑戰如 私人娛樂室桌遊的持有量較低、Star Sydney的資金中斷等造成的 影響。」